I’m a finance professional with hands-on experience in Philippine Taxation, US Fund Accounting, general financial advising, and process improvement. Over the years, I’ve built a strong foundation in financial analysis and compliance, while consistently finding ways to make workflows more efficient and accurate. My approach blends technical expertise with practical problem-solving, helping organizations achieve reliable results and smarter operations.
Key areas of expertise:
- Tax Preparation & Compliance: Overseeing filings, spotting opportunities for savings, and ensuring everything is filed on time.
- Fund Accounting: Data migration and system onboarding, NAV reconciliations (Fund, Asset and Investor Level), and Software testing and utilization.
- Process Improvement & Automation: Driving efficiency by streamlining workflows, enhancing systems, and leveraging advanced Excel automation to cut errors and boost productivity.
- Financial Advising: Supporting clients with planning, budgeting, and investment strategies tailored to their goals.
